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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,481 | $125,797-46.4% | $170,043-60.3% | $75,173-10.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.86% | 27.20%-10.3pp | 53.40%-36.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $6,666 | $4,616+44.4% | $6,790-1.8% | $2,671+149.6% |
| Participant deferral / active EE | $15,298 | $6,838+123.7% | $10,410+47.0% | $4,126+270.8% |
| Admin fee / account holder | $6,564 | $8,177-19.7% | $12,824-48.8% | $5,651+16.2% |